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Revised To Do List
Change Banks
- Change Hubby's disability deposit - Pending
Change Hubby's paycheck direct deposit
Change account that life insurance comes out of
Change account that YMCA membership comes out of
- Change account that Netflix comes out of
- Change account that Paypal is linked to
Set up new bill pay through Landmark Bank
Take my name off mom's account
Take my name off our BOA joint account
Close my savings account and my checking account at BOA
Paperwork
Print worksheets off internet site
- Complete rough draft for lawyer to look over - Mostly Complete
Copies of tax returns (2005-current just in case)
Copies of closed bank account statements (6 months, just in case)
- Copies of W-2s from hubby - Waiting on filing date
- Copy of hubby's disability letter - Have but not in pile of Chapter 7 stuff
- 3 months of bank statements prior to filing
- BOA
- Landmark
- ING
- Copy of Roth IRA statements - Have but not in pile of Chapter 7 paperwork
- Possession List - In progress
Mom Assorted
Prepay for cremation expenses
Pay off car
- Purchase travel plane tickets for her yearly family trip
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